Zim Wealth Management - Financial Advisor for Business Owners & CEOs, Petaluma CA - Petaluma (CA)

PICTURES FALCON (TRAILER AND SHORTS) Really great staff. Very helpful and have taken great care of me. Highly Recommend this company

Cory Fitzsimmons Edward is a nice guy. He explained the loan process and answered all my questions. I never felt pressured to buy a specific type of house. He was always available to run number for me when a new house came on my radar. I recommend him, cool guys if you ask me.

Emerald Malijan - ONeill very disappointed with Margret Ann Johnson the agent who was a referral to me and my husband from a very good friend of mine. After getting my husband approved. (pushy and was calling only when it was good for her) I needed some help with my own life insurance getting approved and she was very un responsive. Ive left several messages to her Main line in the Antioch office, emails, voicemails no respond from anyone. Very poor value and not professional at all. I had to go with someone else in the Benicia Primerica Office to have him help me with blood work for the approval and also helped me with my parents life insurance. Do not deal with Margret Ann Johnson and her branch in Antioch. P.S someone needs to tell her to pause sometimes when speaking instead of saying "ums".

Deborah Hughes really amazing company. Great advice.